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Principal Securities’s TransUnion TRU Stock Holding History

Principal Securities’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-892
Closed -$74.8K – 3344
2025
Q3 		$74.8K Sell
892
-34
-4% -$3.09K ﹤0.01% 1748
2025
Q2 		$81.5K Buy
926
+121
+15% +$10.1K ﹤0.01% 1624
2025
Q1 		$74.6K Hold
805
– – ﹤0.01% 1567
2024
Q4 		$74.6K Buy
805
+310
+63% +$31.4K ﹤0.01% 1564
2024
Q3 		$51.8K Buy
495
+294
+146% +$26.5K ﹤0.01% 1677
2024
Q2 		$14.9K Sell
201
-94
-32% -$7.01K ﹤0.01% 2206
2024
Q1 		$23.5K Hold
295
– – ﹤0.01% 1926
2023
Q4 		$20.3K Buy
+295
New +$18K ﹤0.01% 1914

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Principal Securities's TRU Position: Q4 2025 in Review

Principal Securities sold out of TransUnion (TRU) in Q4 2025, closing a stake of 892 shares — an estimated $74.8K sold.

Principal Securities first reported a position in TRU in Q4 2023 and held it in 8 quarters. The position peaked at $81.5K in Q2 2025. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Principal Securities reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 892 TransUnion shares in Q4 2025, an estimated $74.8K.
  • Principal Securities first reported a position in TransUnion in Q4 2023 and held it in 8 quarters.
  • Principal Securities's TransUnion position peaked at $81.5K in Q2 2025.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.